Job Information
Morgan Stanley Analyst- Onboarding and Servicing- Investment Solutions (Wealth Management) in Mumbai, India
The candidate will cover two responsibilities that fall under the Fund Onboarding & Servicing team.
1) Document Center (Doc Center).
The Doc Center serves as a centralized document repository for Financial Advisors or Private Wealth Advisors (FAs/PWAs), their teams and clients to retrieve post-sale Alternative Investments documents. Once the fund managers are onboarded to the Doc Center, the doc review team performs 'maker checker' review of a percentage of documents before publishing the documents to the Doc Center.
The candidate will be responsible for performing the 'maker' review of the documents.
Job Duties and Responsibilities:
Once assigned with which documents to review and the quantity, the candidate with review the document for accuracy of specific attributes Responsible for identifying and communicating any discrepancies Working at a reasonable pace to meet publishing deadlines Communicate with the 'checker' when 'maker' review is complete so that 'checker' can begin review Publishing documents to the Doc Center Record completion of review and publishing via email which provides an audit trail
2) Entitlement Groups in the Corporate Directory
The Fund Onboarding and Servicing team is responsible for handling FA's join requests to specific entitlement groups within the Corporate Directory. FAs must join these entitlement groups to get access to certain Alternative Investment fund materials and intraweb sites.
Job Duties and Responsibilities:
Monitor the join requests via email boxes Qualify the FA by confirming the FA completed certain trainings Approve/Reject requests appropriately Provide instructions to the FA regarding trainings and actions to be taken Escalate any issues to the Reg D team
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Job: *Wealth Management
Title: Analyst- Onboarding and Servicing- Investment Solutions (Wealth Management)
Location: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Requisition ID: 3257466